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iShares Preferred and Income Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
626
Bank of New York Mellon
New York
$420K -$3.11K -99 -0.7%
GIM
627
Glenmede Investment Management
Pennsylvania
$420K -$1.32K -42 -0.3%
MWPCG
628
Measured Wealth Private Client Group
New Hampshire
$418K +$42.4K +1,347 +11%
PEA
629
Park Edge Advisors
Ohio
$415K -$259K -8,248 -39%
BF
630
BOK Financial
Oklahoma
$415K
JIC
631
Joel Isaacson & Co
New York
$414K +$105K +3,355 +34%
MCA
632
Magnolia Capital Advisors
Mississippi
$413K -$15.6K -496 -4%
KWA
633
Kingswood Wealth Advisors
California
$412K -$151K -4,797 -27%
HCP
634
Hexagon Capital Partners
Arkansas
$411K -$17.8K -566 -4%
MWM
635
MGB Wealth Management
Texas
$410K
LWM
636
LJI Wealth Management
Indiana
$410K -$4.25K -135 -1%
RFA
637
Register Financial Advisors
Georgia
$410K -$4.72K -150 -1%
Jane Street
638
Jane Street
New York
$410K +$407K +12,952 New
CCB
639
Country Club Bank
Missouri
$407K +$5.66K +180 +1%
SW
640
SkyOak Wealth
Michigan
$406K -$6.6K -210 -2%
VAG
641
VisionPoint Advisory Group
Texas
$404K -$22.7K -721 -5%
MSFP
642
Mark Sheptoff Financial Planning
Connecticut
$402K +$400K +12,710 New
FWA
643
FSC Wealth Advisors
New York
$402K +$51.4K +1,634 +15%
CA
644
Continuum Advisory
Idaho
$400K -$20.1K -640 -5%
SMC
645
Smith, Moore & Co
Missouri
$399K +$597 +19 +0.2%
PJSIMP
646
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K -$29.2K -928 -7%
TA
647
TPG Advisors
Illinois
$395K +$49.6K +1,577 +14%
DWA
648
Douglass Winthrop Advisors
New York
$395K
BFG
649
Beacon Financial Group
Texas
$394K -$9.53K -303 -2%
RCA
650
Ranch Capital Advisors
Florida
$394K -$7.33K -233 -2%